Natoma Wealth

What Natoma Wealth does

Natoma Wealth is a fiduciary wealth management practice headquartered at 157 Parkshore Drive, Folsom, California, founded in 2014 by Jason B. Ezzell and affiliated as an SEC-registered investment adviser under Hightower Advisors, LLC, with securities offered through Hightower Securities, LLC (Member FINRA/SIPC). The firm is a five-person boutique team—two Managing Directors (Ezzell and Alec Fisher), two advisors (Kyle Felske and Matt Richardson), and a Client Service Associate (Meredith Mussano)—and operates across six service lines: Financial Planning, Investment Management, Employer-Sponsored Retirement Plans, Legacy Wealth Planning, Business Succession Planning, and Institutional Consulting.

The practice serves high-net-worth individuals and families, small business owners preparing for transition or exit, institutional investors (endowments, foundations, pensions, governmental entities, corporations), and employers seeking retirement-plan fiduciary support. Service delivery is consultative and relationship-driven, with no proprietary technology platform disclosed; the firm relies on industry-standard financial planning and portfolio management software, alongside its client portal (mywealthportal.com / well-thview.com). The team's credential stack—CFP®, CEPA®, C(k)P™, and CPWA®—underpins its differentiated positioning around exit planning, retirement-plan fiduciary work, and private wealth advisory.

Revenue is generated under a fee-based registered investment adviser model, with advisory fees tied to assets under management and hourly or fixed-fee arrangements for financial planning engagements, on an annual billing cadence. Securities execution is channeled through Hightower Securities, and client acquisition is driven primarily by referrals, professional networks, and the senior advisor's sustained recognition on the Forbes Best-In-State Wealth Advisors list (2018–2025). Pricing is not publicly disclosed; prospective clients are routed through initial consultations. The firm previously operated as The Ezzell-Conklin Group before rebranding to Natoma Wealth, and is privately held with no external funding or venture capital involvement indicated.

Name

Natoma Wealth

Legal name

Hightower Advisors, LLC

Website

https://natomawealth.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Natoma Wealth is a fiduciary wealth management practice based in Folsom, CA, providing financial planning, investment management, and advisory services to high-net-worth individuals, families, small business owners, and institutional investors through Hightower Advisors.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Wealth management advisory
• Financial planning services
• Investment management
• Retirement plan consulting
• Institutional asset consulting

Headquarters

HQ city

Folsom

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wealth Management Advisory Fees: The firm operates as a registered investment adviser providing fee-based wealth management services. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC. The revenue model follows standard wealth management industry practices with advisory fees based on assets under management (AUM) or hourly/fixed fee arrangements for financial planning services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Natoma Wealth is a fiduciary wealth advisory practice providing personalized financial planning, investment management, employer-sponsored retirement plan consulting, legacy and estate planning, business succession planning, and institutional consulting services. The firm delivers these services on a fee basis, typically using assets-under-management advisory fees and/or fixed or hourly fees for financial planning, with securities executed through Hightower Securities, LLC.

Product overview

Natoma Wealth is a wealth management consulting practice offering a suite of integrated financial advisory services centered around six core offerings: Financial Planning, Investment Management, Employer-Sponsored Retirement Plans, Legacy Wealth Planning, Business Succession Planning, and Institutional Consulting. The firm positions planning as the foundation of all services, creating customized strategies that address clients' complete financial picture—from day-to-day investment decisions to long-term wealth transfer and business exit planning. All services are delivered by certified advisors with fiduciary obligations, utilizing industry-standard financial planning software and tools.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Personalized financial planning service that clarifies present finances and future objectives and provides actionable strategies across lifestyle, longevity, and legacy planning for individuals and families.
• Investment Management Custom portfolio construction and management service using a holistic approach, asset allocation, risk management, and tax-efficient strategies aligned with client goals and risk tolerance.
• Employer-Sponsored Retirement Plans Full-service consulting for employer retirement plans including plan governance, compliance, fiduciary requirements, employee education, fee benchmarking, and vendor management.
• Legacy Wealth Planning Wealth transfer and estate planning service including trust and foundation management, family governance, next-generation education, and multi-generational planning.
• Business Succession Planning Exit planning and business value enhancement service using a Value Acceleration Methodology to help business owners prepare for transactions and maximize transferable enterprise value.
• Institutional Consulting Fiduciary consulting for institutional investors including Investment Policy Statement development, asset allocation strategies, discretionary portfolio management, and risk analysis for endowments, foundations, pensions, insurers, governmental entities, and corporations.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is a large national RIA providing wealth planning, investment management, and retirement plan services to individuals and employers. It is comparable to Natoma in fiduciary advisory model, comprehensive planning offerings, and inclusion of employer-sponsored retirement plan consulting.
• Creative Planning: Creative Planning is one of the largest independent RIAs in the U.S. serving HNW individuals, families, and institutions with comprehensive financial planning and investment management. It is comparable to Natoma in fiduciary RIA model, holistic planning approach, and HNW/institutional client mix, though at materially greater scale.
• Hightower Advisors: Hightower Advisors is Natoma Wealth's parent affiliation and a large RIA platform with 100+ advisory practices nationwide. It is comparable as the umbrella RIA under which Natoma operates and as a scaled wealth advisory competitor offering the same HNW advisory, planning, and institutional services through its practice network.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a national RIA providing wealth advisory, investment management, tax planning, and estate services to HNW individuals and institutions. It is comparable to Natoma across the full wealth advisory stack — planning, investment management, institutional consulting, and legacy services — with a similar fiduciary model.

Direct peers

• Carson Group (Carson Wealth): Carson Group partners with independent financial advisors to provide wealth management, business coaching, and succession planning support. It is comparable to Natoma in serving HNW clients with comprehensive planning and in offering exit/business succession services to advisor practices and business owners.
• Merit Financial Advisors: Merit Financial Advisors is a fast-growing RIA serving HNW clients through a partnership model similar to Hightower's practice structure. It is comparable to Natoma in fiduciary RIA model, focus on HNW and business-owner clients, and use of a larger platform affiliation to scale advisor practices.
• Cerity Partners: Cerity Partners is an RIA providing wealth management, tax, and institutional advisory services to UHNW families, foundations, and endowments. It is comparable to Natoma across the institutional consulting, legacy planning, and HNW advisory stack, though with a UHNW orientation.

Emerging players

• Facet Wealth: Facet Wealth is a tech-enabled RIA offering flat-fee financial planning and investment management to mass-affluent and HNW clients virtually. It is comparable to Natoma as an RIA competitor, but competes via a digital-first model that targets clients who don't require face-to-face advisory relationships.

Regional players

• Moneta Group: Moneta Group is a large Western-U.S. RIA providing wealth management, financial planning, and institutional consulting to HNW families and institutions. It is comparable to Natoma in fiduciary RIA model, holistic planning stack, and institutional pension/endowment consulting services.
• Garde Capital: Garde Capital is a Sacramento-region RIA serving HNW individuals and institutions with planning, investment management, and institutional consulting. It is comparable to Natoma as a same-region fiduciary RIA serving the same Folsom/Sacramento HNW market with overlapping service offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks1 record

Key highlights6 records

Customer concentration

• Xx.com/NatomaWealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Natoma Wealth